Civic Intelligence

Grace M Harvie Trust

990PF • Fiscal year 2015 • EIN 31-6301759

Jan 01, 2015 to Dec 31, 2015 • Filed on May 05, 2016

Organization Profile
600 Vine Street Rm/Ste 2650Cincinnati, OH 45202

(513) 381-9200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

10th percentile

-55%

Higher net margin than 10% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

79th percentile

$3,190

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-9.4%

Faster asset growth than 27% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$49,052

Down $5,071 (-9.4%) from 2014

Net Assets

Down

$49,052

Down $5,071 (-9.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$9,241

Down $15,880 (-63%) from 2014

Expenses

Down

$14,311

Down $9,308 (-39%) from 2014

Net Income

Down

-$5,070

Down $6,572 (-438%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $55,333Liabilities 2011: $0Net Assets 2011: $55,3332011Assets 2012: $52,839Liabilities 2012: $0Net Assets 2012: $52,8392012Assets 2013: $52,619Liabilities 2013: $0Net Assets 2013: $52,6192013Assets 2014: $54,123Liabilities 2014: $0Net Assets 2014: $54,1232014Assets 2015: $49,052Liabilities 2015: $0Net Assets 2015: $49,0522015Assets 2016: $48,796Liabilities 2016: $0Net Assets 2016: $48,7962016Assets 2017: $43,393Liabilities 2017: $0Net Assets 2017: $43,3932017Assets 2018: $287,519Liabilities 2018: $0Net Assets 2018: $287,5192018Assets 2019: $271,378Liabilities 2019: $0Net Assets 2019: $271,3782019Assets 2020: $252,043Liabilities 2020: $0Net Assets 2020: $252,0432020Assets 2021: $277,043Liabilities 2021: $0Net Assets 2021: $277,0432021Assets 2022: $265,647Liabilities 2022: $0Net Assets 2022: $265,6472022Assets 2023: $243,838Liabilities 2023: $0Net Assets 2023: $243,8382023Assets 2024: $240,912Liabilities 2024: $0Net Assets 2024: $240,9122024

Highlighted filing

2015

Assets$49,052
Liabilities$0
Net Assets$49,052
Open 2015 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $14,3562011Expenses 2012: $15,0382012Revenue 2013: $13,956Expenses 2013: $14,176Net Income 2013: -$2202013Revenue 2014: $25,121Expenses 2014: $23,619Net Income 2014: $1,5022014Revenue 2015: $9,241Expenses 2015: $14,311Net Income 2015: -$5,0702015Revenue 2016: $18,496Expenses 2016: $18,752Net Income 2016: -$2562016Revenue 2017: $23,215Expenses 2017: $28,619Net Income 2017: -$5,4042017Revenue 2018: $263,018Expenses 2018: $18,517Net Income 2018: $244,5012018Revenue 2019: $6,461Expenses 2019: $22,750Net Income 2019: -$16,2892019Revenue 2020: -$1,120Expenses 2020: $18,404Net Income 2020: -$19,5242020Revenue 2021: $48,052Expenses 2021: $23,029Net Income 2021: $25,0232021Revenue 2022: $4,911Expenses 2022: $16,940Net Income 2022: -$12,0292022Revenue 2023: -$3,106Expenses 2023: $18,297Net Income 2023: -$21,4032023Revenue 2024: $20,408Expenses 2024: $23,151Net Income 2024: -$2,7432024

Highlighted filing

2015

Revenue$9,241
Expenses$14,311
Net Income-$5,070
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 5, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
W ROGER FRY ESQTrustee-$3,190-$3,190
Filing and Contact Details

Filer

Filer Name
Grace M Harvie Trust
EIN
31-6301759
Phone
5133819200
Address
600 VINE STREET RM/STE 2650, CINCINNATI, OH 45202

Signing Officer

Name
W Roger Fry Esq
Title
Trustee
Phone
5133819200
Signed
2016-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Midwest CPA LLC
Address
4555 LAKE FOREST DR STE 410, BLUE ASH, OH 45242-3760
Preparer
Jeffrey Tate
Phone
5135882830
Raw XML Appendix298 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3KLAMATH FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CINCINNATI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6MILFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd245226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5452692216
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd6451501429
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09852
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt072
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09924
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04775
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt072
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0RENDIGS, FRY, KILEY AND DENNIS
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0541
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02165
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01624
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TREASURY OF STATE OF OHIO
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0206
TaxesSchedule/TaxesDetail/CategoryTxt0US TREASURY
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0W ROGER FRY ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05133819200
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GRACE M HARVIE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GRAC
ReturnHeader/Filer/EIN0316301759
ReturnHeader/Filer/PhoneNum05133819200
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 VINE STREET RM/STE 2650
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270890231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIDWEST CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04555 LAKE FOREST DR STE 410
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BLUE ASH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452423760
ReturnHeader/PreparerPersonGrp/PhoneNum05135882830
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY TATE
ReturnHeader/ReturnTs02016-05-10T14:04:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,052
Liabilities
$0
Net assets
$49,052
Revenue
$9,241
Expenses
$14,311
Net income
-$5,070
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.20$0.23$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.03$0.18$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.66$0.00$2.66$0.05$0.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.48$0.23$0.25
2020Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.01$0.18$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.06$0.23$0.16
2018Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$2.63$0.19$2.45
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.23$0.29$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.18$0.19$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.09$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.25$0.24$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.14$0.14$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.15
2011Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.14